The 9% revenue decline and narrowed full-year guidance confirm the top-line contraction is accelerating, outweighing the modest EPS beat. Monitor the Q3 2026 call for evidence that the 'Turbo' AI platform and improving net dollar retention are translating into a stabilization of subscription revenue, or the stock will likely continue to re-rate lower.
Price Chart
Executive Summary
Definitive Healthcare reported Q2 2026 revenue of $55.2M, a 9% YoY decline from $60.8M, within its guidance range of $55.0-$56.0M. Adjusted EPS of $0.05 beat the $0.04 consensus by 17.1%, but Adjusted Net Income fell to $7.5M from $9.7M a year ago. Full-year 2026 revenue guidance was narrowed to $220.0-$222.0M from $220.0-$226.0M, implying continued top-line contraction, while the company highlighted the launch of its new AI platform 'Turbo' and improving net dollar retention.
Key Financial Metrics
Key Facts
- Revenue declined 9% YoY to $55.2M from $60.8M.
- Adjusted EPS of $0.05 beat consensus of $0.04.
- Full-year 2026 revenue guidance narrowed to $220.0-$222.0M from $220.0-$226.0M.
- Adjusted EBITDA fell to $14.6M (26% margin) from $18.7M (31% margin) a year ago.
- Cash flow from operations was $11.5M; Unlevered FCF was $11.6M.
- Launched 'Turbo', a new AI-powered healthcare intelligence platform.
Financial Impact
Revenue declined $5.6M YoY (-9%); Adjusted EBITDA margin compressed 500 bps YoY to 26%
Risk Factors
- Further revenue deceleration as customer churn persists
- Inability to convert AI platform 'Turbo' into measurable subscription growth
- Sustained competitive pressure from lower-cost data providers
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-342384 |
| Document: dh-20260810.htm | 0001193125-26-342384 |
| Document: 0001193125-26-342384-index-headers.html | 0001193125-26-342384 |
| Document: 0001193125-26-342384-index.html | 0001193125-26-342384 |
| Document: 0001193125-26-342384.txt | 0001193125-26-342384 |
| 8-K Data (Synthetic) | 0001193125-26-342384 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 25d ago | SC 13D/A | $0.9333 $0.9800 | ▲ +5.00% | ▲ +3.84% | $1.11 (+18.40%) |
Sep 9, 2026 6w ago | 8-K | $1.03 $0.9650 | ▼ −6.31% | ▼ −5.22% | $1.11 (+7.28%) |
Sep 2, 2026 7w ago | 8-K | $1.04 $1.03 | ▼ −0.96% | ▼ −0.00% | $1.11 (+6.25%) |
Sep 2, 2026 7w ago | Press Release | $1.04 $1.03 | ▼ −0.96% | ▼ −0.00% | $1.11 (+6.25%) |
Sep 2, 2026 7w ago | 8-K | $1.04 $1.03 | ▼ −0.96% | ▼ −0.00% | $1.11 (+6.25%) |
Aug 15, 2026 10w ago | Institutional Cluster | $0.6394 $0.7209 | ▼ −12.75% | ▼ −13.94% | $1.11 (−72.82%) |
Aug 10, 2026 11w ago | 8-K | $0.6437 $0.6600 | ▼ −2.53% | ▼ −2.94% | $1.11 (−71.66%) |
Aug 10, 2026 11w ago | Press Release | $0.6437 $0.6600 | ▼ −2.53% | ▼ −2.94% | $1.11 (−71.66%) |
Jun 24, 2026 17w ago | 8-K | $0.6280 $0.7999 | ▼ −27.37% | ▼ −25.81% | $1.11 (−75.96%) |
Apr 23, 2026 26w ago | DEFA14A | $1.02 $0.9530 | ▼ −6.57% | ▼ −7.48% | $1.11 (+8.33%) |
US Market Status
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